2023 Form 5500 filing — Tri-Area Community Health 401(K) Safe Harbor Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250317091538NAL0001571105001) for Tri-Area Community Health 401(K) Safe Harbor Plan, reported by Tri-Area Community Health under EIN 54-1112330 and plan number 002. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317091538NAL0001571105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri-Area Community Health
- EIN
- 54-1112330
- Plan number
- 002
- Location
- Laurel Fork, VA
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,255,039
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,255,039
- Employer contributions
- $327,930
- Participant contributions
- $478,762
- Total income / additions
- $1,739,468
- Benefits paid
- $720,228
- Administrative expenses
- $11,589
- Total expenses
- $744,424
- Net increase / (decrease)
- $995,044
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $9,264 | $0 |
| Cherry Bekaert Advisory LLC | CONTRACT ADMINISTRATOR | $2,325 | $394 |
| Mml Insurance Agency LLC | OTHER SERVICES | $0 | $423 |